See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,740 | $106,890+52.3% | $84,015+93.7% | $152,861+6.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 17.31% | 104.99%-87.7pp | 71.31%-54.0pp | 345.32%-328.0pp |
| Employer contribution / active EE | $3,031 | $2,734+10.8% | $1,983+52.8% | $4,762-36.4% |
| Participant deferral / active EE | $6,567 | $4,011+63.7% | $3,239+102.8% | $5,850+12.2% |
| Admin fee / account holder | $5,544 | $8,285-33.1% | $6,101-9.1% | $11,596-52.2% |